How Cloudpipes Can Identify a Customer By Phone Number Using Broadworks and Salesforce

The Unified Communications as a Service (UCaaS) market is poised to take off in 2018. It's already a huge industry in the US, and it's expanding to other parts of the world. According to industry reports, the UCaaS market size is expected to grow to $28.69 Billion by 2021.

The interest in UCaaS solutions is driven by the low cost of ownership as compared to other similar tools, the shift to pay-per-use model of charging the end users, the growing mobile-first trends, and the integration of all communicating services around a single platform.

What makes UCaaS so in demand is the capability of integrating multiple functions of communication on one platform.

That's why Cloudpipes is expanding its telephony offerings by introducing more UCaaS integrations. We currently support Evolve IP, Zilkr and Twilio, and we partnered with Masergy, the award winning UCaaS platform, to deliver more hybrid cloud communication solutions.

There is our unique integration capability with Broadworks, from Broadsoft. BroadWorks offers a robust and flexible unified communications solution to companies of any size, looking to deploy a single or hybrid solutions strategy.

We're going to show you how using Cloudpipes and Salesforce can help you get real-time information about a Broadworks caller, and then send it through Pushbullet.

To begin log into Cloudpipes, or if you don't have an account, sign up for our 14-days free Trial.

Creating a new pipeline is quite easy. Just click on the Create a Pipeline button, after which the Cloudpipes editor will appear. For the purpose of this post, we'll connect BroadWorks, Salesforce and Pushbullet. On your right side is the menu with all available channels. In the search box type the names of each of the aforementioned services, follow the instructions, and then Connect.

With BroadWorks you'll be asked to provide Server URL, username, and of course password. Once you fill out all the necessary information, you'll be able to connect BroadWorks with Cloudpipes.

To set our workflow in motion, we'll use the User Call Notification trigger from the BroadWorks' list of available pipes.

We set the pipe to trigger when the call is received. If the call was successful, Cloudpipes will then go and look if the caller's phone number matches any contact in Salesforce.

After Cloudpipes verifies that the contact exists, it will then send the information you're looking for through Pushbullet. The information pushed that way doesn't have to be dragged from the input fields menu. Cloudpipes does support regular expressions as well.

To run the pipe click on the ON button on the upper-right corner of your screen. Then all services will sync with Cloudpipes, and your pipeline will be good to go.

Looking for a more complex workflow involving BroadWorks? We can help. Drop us a line now!